Aryeh Capital Management as of March 31, 2024
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 9 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 20.6 | $33M | 247k | 133.66 | |
| Fiserv (FI) | 14.6 | $24M | 147k | 159.82 | |
| Willis Towers Watson SHS (WTW) | 14.4 | $23M | 84k | 275.00 | |
| Aercap Holdings Nv SHS (AER) | 12.3 | $20M | 226k | 86.91 | |
| Us Foods Hldg Corp call (USFD) | 10.1 | $16M | 299k | 53.97 | |
| Hca Holdings (HCA) | 8.5 | $14M | 41k | 333.53 | |
| Comcast Corp-class A Cl A (CMCSA) | 8.5 | $14M | 313k | 43.35 | |
| Frontdoor (FTDR) | 6.2 | $9.9M | 303k | 32.58 | |
| Mister Car Wash (MCW) | 5.0 | $8.0M | 1.0M | 7.75 |
